Jacob Jeffery Pulver

Employer firm

Kingswood Wealth Advisors, LLC CRD 288792

$3.80B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
HOURLY CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers

Kingswood Wealth Advisors, Llc

11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2024-03-18

UT RA
APPROVED

Since 2024-03-18

Branch Locations

3450 North Triumph Blvd Ste 102, Lehi, UT 84043 • United States

11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
The Church Of Jesus Christ Of Latter Day Saints	Fort Worth	TX	06/2014	12/2016
Global View Capital Advisors	Pleasant Grove	UT	01/2017	12/2018
Dj Cap, Llc	American Fork	UT	01/2019	01/2020
Boxed Water	Pleasant Grove	UT	02/2020	05/2020
Simplify Home Loans, Llc	Pleasant Grove	UT	07/2020	10/2020
Dj Cap, Llc	American Fork	UT	11/2020	10/2022
Mywallst Advisory	New York	NY	10/2022	02/2024
Xton Financial	New York	NY	10/2022	02/2024
Kingswood Capital Partners	American Fork	UT	02/2024	Present
Kingswood Wealth Advisors	American Fork	UT	02/2024	Present

06/2014 → 12/2016

The Church Of Jesus Christ Of Latter Day Saints

Fort Worth, TX
01/2017 → 12/2018

Global View Capital Advisors

Pleasant Grove, UT
01/2019 → 01/2020

Dj Cap, Llc

American Fork, UT
02/2020 → 05/2020

Boxed Water

Pleasant Grove, UT
07/2020 → 10/2020

Simplify Home Loans, Llc

Pleasant Grove, UT
11/2020 → 10/2022

Dj Cap, Llc

American Fork, UT
10/2022 → 02/2024

Mywallst Advisory

New York, NY
10/2022 → 02/2024

Xton Financial

New York, NY
02/2024 → Present

Kingswood Capital Partners

American Fork, UT
02/2024 → Present

Kingswood Wealth Advisors

American Fork, UT

Previous Registrations

2022-10-11 → 2024-04-01

Mywallst Advisory Llc

New York, NY

American Fork, UT

Other Businesses

"Bridgerland Financial Advisors, LLC",Is Investment Related,"775 N 700 W, , American Fork, UT, 84003, United States",Financial Services - Flow Thru Entity,Manager,9/27/2024,40 hours per month,40 hours per month during trading hours,Commission Compensation,"Client Service, client communication, account maintenance, for registered securities and licensed fixed direct business." Simplicity / EPG,Is Investment Related,"4134 Deegan Cr Ste 300, , Monticello, MN, 55632, United States",Fixed Life and Annuity Products,Insurance Producer,7/10/2023,35 hours per month,30 hours per month during trading hours,Commission Compensation,Offer and service fixed life and annuity insurance products.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2022-12-09
S65	Uniform Investment Adviser Law Examination	2022-04-25

S63 Uniform Securities Agent State Law Examination

2022-12-09
S65 Uniform Investment Adviser Law Examination

2022-04-25

Other Names

Jacob Pulver

View on SEC IAPD